Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper | 42% | 0.75% | Nationwide Fund Advisors |
| 2 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper | 41% | 0.82% | Nationwide Fund Advisors |
| 3 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX | 35% | 0.85% | Conestoga Capital Advisors, LLC |
| 4 | CONESTOGA SMALL CAP FUND · CCASX, CCALX | 23% | 0.90% | Conestoga Capital Advisors, LLC |
| 5 | Wasatch U.S. Select Fund · WAUSX, WGUSX | 21% | 0.86% | Wasatch Advisors LP |
| 6 | RMB Small Cap Fund · RMBBX | 21% | 0.96% | Curi RMB Capital, LLC |
| 7 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX | 20% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 8 | SIMT Small Cap Growth Fund · SPWIX, SSCGX, SMAYX | 19% | 0.99% | — |
| 9 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper | 19% | 0.77% | RBC Global Asset Management (US) Inc. |
| 10 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX | 18% | 0.86% | Nicholas Company, Inc. |
| 11 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper | 18% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 12 | RMB SMID Cap Fund · RMBMX cheaper | 18% | 0.81% | Curi RMB Capital, LLC |
| 13 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper | 17% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 14 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX | 17% | 0.89% | American Beacon Advisors, Inc. |
| 15 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX | 16% | 0.89% | — |
| 16 | ALGER MID CAP GROWTH INSTITUTIONAL FUND · ALMRX, AGIRX, ALMZX | 16% | 1.01% | Fred Alger Management, Inc. |
| 17 | ALGER MID CAP GROWTH FUND · AMGAX, AMCGX, AMGCX, AMCZX | 16% | 0.92% | Fred Alger Management, Inc. |
| 18 | Alger Mid Cap Growth Portfolio · AMGOX | 15% | 0.94% | Fred Alger Management, Inc. |
| 19 | Wasatch Core Growth Fund · WGROX, WIGRX | 15% | 1.05% | Wasatch Advisors LP |
| 20 | Wasatch Global Select Fund · WGGSX, WAGSX | 15% | 0.96% | Wasatch Advisors LP |
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